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Should you add personal financial planning to your practice?
Now that tax season is over, consider adding personal financial planning services to your practice. Here's how.
The top stories of the year
The <em>CPA Insider</em> desk takes a look back at the newsletter’s most popular and informative articles.
Asking for referrals is the wrong approach for elder care planners
Help clients and others keep you in mind when the time is right for a referral.
To Motivate Employees, Try Treating Them Like Your Clients
Is your staff getting the respect they deserve?
Five things CPAs should consider before year end
Appropriate changes in these areas can help firms start strong in 2014.
How to improve business valuation education
Universities need BV practitioners' help to better prepare budding CPAs for the real world.
What purpose do estate plans serve?
How CPAs can better advise clients in avoiding key issues in business ownership and transitions
What's expected of you as the leader?
Define your role to ensure success.
Let go gracefully
Five strategies to retire powerfully.
Proactive planning and attention to detail are vital to the buy-sell agreement
Succession tool ensures smooth and equitable transition after a triggering event.
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